See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,019 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,178 | $55,415-2.2% | $155,509-65.2% | $74,495-27.3% |
| Participation rate | 98.4% | 61.9%+36.5pp | 78.2%+20.2pp | 67.2%+31.2pp |
| Annual return | 41.64% | 268.50%-226.9pp | 64.67%-23.0pp | 1364.94%-1323.3pp |
| Employer contribution / active EE | $5,492 | $2,267+142.3% | $4,672+17.5% | $2,623+109.4% |
| Participant deferral / active EE | $4,235 | $2,836+49.3% | $5,626-24.7% | $4,346-2.6% |
| Admin fee / account holder | $393 | $1,738-77.4% | $15,912-97.5% | $1,942-79.7% |